Enhanced CRM System for Solar Financing and Equipment Loan Management

The client faces difficulties in efficiently managing and offering specialized financing options, such as solar panel buy-down programs and targeted loan products for batteries. They require a streamlined CRM system to support bespoke financing programs, improve lead conversion, and facilitate partnerships with financial institutions, while ensuring data integrity during system upgrades.

A mid-sized financial services provider specializing in renewable energy project financing, including solar installations and energy storage solutions.

• Enhance the CRM system to support specialized solar financing programs and battery-only loan options.
• Increase the effective utilization of the CRM system by at least 30% to attract more customers and generate additional revenue.
• Support seamless integration with banking partnerships to enable scalable financing options.
• Upgrade the CRM infrastructure without data loss or downtime, aligning with industry-standard release management practices.

• Support for special financing programs such as solar buy-down incentives.
• Ability to issue loans specifically for energy storage batteries, independent of solar system financing.
• Lead and customer management with tailored workflows for different financing products.
• Automated application and approval workflows for various loan types.
• Partner portal integration to facilitate collaborations with banks and financial institutions.
• Seamless upgrade process to incorporate new features and comply with platform releases without data loss.

• Banking API interfaces for loan application submission and status updates
• Third-party credit scoring and verification services
• Existing CRM data migration and upgrade tools

• System must support at least 30% increased efficiency in CRM utilization
• High data integrity, especially during upgrade cycles, with zero data loss
• Scalability to accommodate growing partner and customer volume
• Compliance with industry security standards for customer and financial data

The implementation of the improved CRM system is expected to boost client engagement and revenue by enabling 30% more effective utilization. Additionally, it will empower the client to form strategic partnerships with leading financial institutions, expanding market reach and supporting scalable, specialized financing solutions for renewable energy projects.